A couple weeks ago, I was on The Investors’ Podcast with Stig Brodersen and Preston Pysh to talk about Facebook.
Q2 hedge fund letters, conference, scoops etc
We discussed Facebook’s business model, the digital advertising industry, and the potential antitrust headwinds that the big tech companies are facing. I really enjoyed the chat, and thanks to Stig and Preston for inviting me on the show.
If you’re interested in reading more details on the investment thesis for Facebook, I also wrote a note to investors last fall outlining more thoughts on the investment.
I hope you enjoy the discussion, and thanks for reading (listening).
Article by John Huber, Saber Capital Management
